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Upstream Gifting: An Advanced Estate Planning Strategy for Your Family
Aug 02, 2022
Like Bill Murray waking up every morning to another Groundhogs Day, I hear some version of the same ...
What’s Involved with Being a Trustee?
Jul 19, 2022
As an avid Twins fan, I had an eye on last weekend's MLB draft. In baseball, like most sports, it's ...
What Does a Blended Family Need to Know about Finances?
Jul 18, 2022
Family finances can be a big issue in any circumstances. It’s even more significant with blended ...
When Should I Revise My Will?
Jul 14, 2022
Just as your life changes, so should your will. You may need to replace a personal representative, u...
Estate Planning for a Child with Special Needs: How a Supplemental Needs Trust Can Help
Jul 13, 2022
Parents of children with disabilities often worry about how their child will manage when they are no...
What Is a TOD Beneficiary?
Jul 12, 2022
I often refer to the Transfer on Death Designation (sometimes called a Payable on Death or "POD") as...
What are Non-Traditional Options for Long-Term Care Insurance?
Jul 11, 2022
What Happens If You Don’t Use Your Long-Term Care Insurance?
Many seniors invest in long-term car...
Understanding the Role of an Elder Law Attorney
Jul 08, 2022
Navigating Legal and Life Transitions with the Help of an Elder Law Attorney
As we age—or help ou...
What about House Contents when Someone Dies?
Jun 17, 2022
Probate law does not allow anyone to take items from a loved ones’ home after they die, until the...